Advyzon Investment Management, LLC Portfolio Holdings
Advyzon Investment Management, LLC
- $259 Billion
- Q4 2024
Advyzon Investment Management, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $259 Billion distributed in 231 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $29.4B, Vanguard Bd Index Fd Inc Total with a value of $13.4B, Spdr Ser Tr Fds Spdr Portfolio with a value of $11.9B, Ea Ser Tr Strive 1000 Value Et with a value of $11.8B, and Vanguard Mid Cap ETF with a value of $11.4B.
Examining the 13F form we can see an increase of $259B in the current position value.
Advyzon Investment Management, LLC is based out at Lisle, IL
Below you can find more details about Advyzon Investment Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 231
- Current Value $259 Billion
- Filing
- Period Q4 2024
- Filing Date February 03, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 231 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks